WCAttorney

Do you have a law degree?

Are you a practicing estate attorney?

Are you a certified specialist in trusts and estates?

How about those creating this software, are they legally trained?

Is there malpractice insurance for the heirs to claim against if the documents are prepared incorrectly?

Frankly, this just looks like another way to capitalize on the baby boomer generation without actually providing real value.

SMH. Not accurate.

Financial accounts are distributed outside of Probate directly to the named (living) beneficiary under law.

If the bank account is less than $166,250, and there is no living named beneficiary to claim the account proceeds, you can avoid probate by using a small estate affidavit.

Probate attorneys are paid at the end of the case under a statutory fee schedule.

And legal aid associations do not represent people in probate cases, EVER. That is not a thing.

Source: 8+ years volunteering in pro bono legal program and 30+ years as a licensed practicing attorney.

Using improper documentation and not consulting a licensed attorney in your jurisdiction.

So how would the average user know whether their specific situation requires an attorney? They wouldn’t.

And there is absolutely no recourse for the heirs, because no actual attorney drafted the documents, therefore, no malpractice insurance.